Select Estimate

This page allows you to select the estimate details. Tell me more

Select the “Edit Estimate” link under the “Estimate“ business component.

The “Select Estimate” page appears.

Enter the following details in the “Search Criteria” group box:

Estimate No.	The number identifying the estimate for which the estimate details is retrieved.
Status	Use the drop-down list box to select the status of the estimate. You can select from "Draft", "Authorized", "Quoted" or "Inactive". The system displays “Draft” by default on launch of this page.
Estimated By	Use the drop-down list box to select the “Estimated By” of type “Maintained By” as defined in the control units from “Organization Model” business component for which the login user has “All” access permissions to the login Business Unit. The system displays “First Value” by default on launch of this page.
Estimate Date From	The starting date in the range of dates from which the estimates are to be retrieved. The date must be specified in proper Date Format.

Note: The date specified must be earlier than the estimate date to field.

Estimate Date To

The ending date in the range of dates till which the estimates are to be retrieved. The date must be specified in proper Date Format.

Note: The date specified must be greater than or equal to the estimate date from field.

Quotation No.	The number identifying the quotation.
Item Code	The number identifying the item being estimated.
Project	The number identifying the project as defined in MAC (Management Accounting) being estimated.
RFQ No.	The number identifying the request for quotation being estimated.
Customer Code	The code identifying the customer or prospect as defined under RFQ.
Customer Name	The name of the customer or prospect as defined under RFQ.

Click the “Search” pushbutton to search and retrieve the estimate details that matches the search criteria.

The system retrieves all the estimate details for the combinations of values specified in the search criteria.

The system displays the following in the “Estimate Details” multiline:

Estimate No.	The number identifying the estimate to be selected for modification.
Version	The number identifying the version of the estimate created.
Estimate Date	The date on which the estimate was created.
Status	The status of the estimate. It can be "Draft", "Authorized", "Quoted" or "Inactive".
Project	The number identifying the project.
Customer Code	The code identifying the customer.
Customer Name	The name of the customer.
RFQ No.	The number identifying the request for quotation.
RFQ Status	The status of the request for quotation.
Quotation No.	The number identifying the quotation.

Check the box in the “Select” column of the multiline to select the estimate for deleting its details.

Click the “Delete” pushbutton to delete the selected records in the multiline.

For all selected rows, the system checks if the estimate is not in “Quoted” or “Inactive” status. If it is not in either of the status, then the system sets the status of the estimate to “Inactive”. If the status is “Quoted” or “Inactive”, then the system displays an error message.

Check the box in the “Select” column of the multiline to select the estimate for authorizing its details.

Click the “Authorize” pushbutton to authorize the selected estimate.

For all the selected rows, the system checks if the estimate is in “Draft” status. If it is in “Draft” status, then the system changes the status to “Authorized” and refreshes the page. Otherwise, displays an error message.

To proceed, carry out the following

Select the “Edit Estimate Details” link at the bottom of the page to modify the estimate details.

Select the “Edit Material Estimate” link at the bottom of the page to modify the material cost estimate details.

Select the “Edit Process Estimate” link at the bottom of the page to modify the process cost estimate details.

Select Estimate - An overview

You are presented with search criteria to search and retrieve the estimate details. You can search by specifying the estimate, the range of dates between which the estimates are to be retrieved, the quotation and request for quotation details along with the item and customer details.

The system retrieves the corresponding search results in the multiline. You can select the estimate that has to be deleted or authorized. On initiating the delete operation, if the selected estimate is deleted then the status of the estimate is updated to “Inactive”. On initiating the authorize operation, if the selected estimate is authorized then the status of the estimate is updated to “Authorized”. You can authorize for the selected estimate and version number combination. The authorized estimates cannot be modified and can be quoted. If there is any change in the version number of the estimate then the status of the estimate is set to “Draft”.